Meridian Star

Business

February 23, 2014

Edward Jones advisors to host free seminars

MERIDIAN —     Searching for ways to hold onto more of your money at tax time? Learn more about options that may work for you on Thursday, Feb. 27, as Edward Jones presents “Tax-Free Investing: It’s Not What You Make, It’s What You Keep,” a free community education seminar from 6:30 to 8 p.m. at the Northeast Conference Center, 111 Highway 11 and 80. Presented by Fred J. Porter, the workshop is the first in a series of free seminars to be sponsored by local Edward Jones financial advisors throughout the year.

    “We are extremely pleased to be able to offer free educational seminars like this to our community. It’s tax season, and everybody wants to hold onto what they have worked hard to earn. We want to help people find the options that work best for their specific situations,” Porter said.

    Designed to help participants determine if tax-free investing can help reduce their tax burdens, the Tax-Free Investing seminar will focus on a number of topics, including:

    • Tax-advantaged investments and their features

    • Tax-free investment returns versus taxable invest returns

    • Three ways to purchase municipal bonds • How tax-free investing can help in achieving goals

    Subsequent community educational seminar topics include “Healthcare and Your Retirement,” to be presented by Mary J. Malone on May 8. All seminars are sponsored by local independent Edward Jones financial advisors. Attendance is open to anyone interested in learning about the featured topics of discussion and registration is free.

    Refreshments will be served at each seminar. For more information, call 601-483-6777.

    Disclaimer: Some of the products discussed (unit trusts and mutual funds) are offered and sold by prospectors. Investors should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information. Your financial advisor can provide a prospectus, which should be read carefully before investing.

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